attio-crm_skill

Overview

This skill manages Attio CRM records: companies, people, deals, and tasks. It lets you search, retrieve, create, update, and delete records, add and list notes, and inspect pipeline stages and field metadata. Use it to automate CRM updates and ensure data consistency across workflows.

How this skill works

The skill talks to Attio to list available fields and select options, search records by query, and perform CRUD operations on record types. It requires checking field definitions and dropdown internal values before updates, and it records unstructured information as notes when field mapping is unclear.

When to use it

• Search contacts, companies, deals, or tasks quickly from scripts or automation.
• Create or update records programmatically during data imports or integrations.
• Inspect available fields and select options before changing records to avoid invalid values.
• Add meeting notes or transaction comments to a record.
• Manage deal pipelines by querying and updating deal stages.

Best practices

• Always run attio fields <type> to discover available fields before updating records.
• Use attio options <type> <field> to fetch valid internal values for select/dropdown fields.
• Supply select fields using internal values (e.g., negotiation) — not display labels.
• If data doesn’t map cleanly to fields, attach it as a note instead of forcing a field update.
• Format payloads correctly: numbers as 85, arrays as ["Value"], booleans as true/false.

Example use cases

• Search for a company by name and pull its detailed record before a customer call.
• Add meeting notes to a company record after a sales meeting to preserve context.
• List deal stages, then update a deal to the correct internal stage value during pipeline processing.
• Batch-create people and associate them with companies when importing contacts from events.
• Script automated cleanups that validate fields and remove or merge duplicates programmatically.